MM
MM

Mark Mckinley

25 Years of Experience
Chicago, IL
1 DisclosureBroker

Mark Mckinley is a registered investment advisor at William Blair & Company L.L.C., based in Chicago, IL, with 25 years of industry experience. Mark is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 38,171 clients with $64B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
329 advisors
IM Fee
Planning only
Assets Under Management
$64.3B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

The William Blair Building, 150 North Riverside, Chicago, IL, 60606-1594

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2001
Settled
Employment History
Current Registrations
William Blair
January 2013 - Present · 13 yrs 9 mos
William BlairBroker
January 2013 - Present · 13 yrs 9 mos
William Blair & Company L.L.C.
November 2012 - Present · 13 yrs 11 mos
Previous Registrations
Atlantic Trust Private Wealth Management
December 2000 - October 2012 · 11 yrs 10 mos
State Registrations46 states
AKARAZCACOCTDCFLGAIAIDILINKSKYLAMAMDMEMIMNMOMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors